See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,030 | $106,543-61.5% | $91,220-55.0% | $134,475-69.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -11.93% | 160.60%-172.5pp | 114.01%-125.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,700 | $3,331+11.1% | $2,850+29.8% | $4,740-21.9% |
| Participant deferral / active EE | $1,118 | $4,719-76.3% | $4,234-73.6% | $6,400-82.5% |
| Admin fee / account holder | $647 | $6,231-89.6% | $5,420-88.1% | $11,426-94.3% |